Sila Value Advisors

Ajoy K. Sarker is the sole investment decision-maker. He founded the firm and serves as both Managing Member and Chief Compliance Officer, according to the firm's regulatory filing with the SEC. The organizational structure does not include an investment committee or external sub-advisors, which makes Sarker solely responsible for portfolio construction, security selection, and trade execution. His approach is rooted in fundamental, long-only value investing, targeting undervalued companies for multi-year holding periods.

The firm exclusively uses separately managed accounts (SMAs) held in custody at Charles Schwab & Co., per its disclosure filings. Sila Value Advisors does not manage any pooled investment vehicles, private funds, or hedge fund structures, meaning every client owns the underlying securities directly. This separation of custody and management avoids the commingling of assets between clients and grants each client full visibility and control over their individual portfolio holdings.

Sila Value Advisors pursues a concentrated, long-only value equity strategy. Portfolios typically hold between 10 and 25 individual stocks selected through fundamental analysis, without using leverage, options, or short positions. The firm explicitly avoids mutual funds and other packaged products, instead constructing bespoke portfolios focused on long-term capital appreciation. This high-conviction approach results in concentrated sector and single-name risk compared to more diversified managers.

No. The firm does not publicly disclose its regulatory assets under management and has elected to keep both its AUM and historical performance private, as permitted for a state-registered exempt reporting adviser with a small client base. Absent any public marketing materials, press coverage, or industry rankings, any attempt to estimate the firm's scale would be speculative. Allocators conducting due diligence would need to request this data directly from the firm.

The firm's public filings do not specify a standard fee schedule or minimum account size, which is typical for a boutique practice that negotiates terms individually with each client. Sila Value Advisors does not publish a rate card or offer automated digital onboarding, reinforcing a bespoke, relationship-driven client model. Any prospective investor would need to contact Ajoy K. Sarker directly to discuss fee arrangements and suitability.

Ajoy K. Sarker founded the firm alongside Anita R. Grover, who is listed as a member and co-owner in regulatory filings. Sarker holds the positions of Managing Member and Chief Compliance Officer. While the firm's public record does not detail his specific prior employment or educational history, the boutique structure suggests a career in portfolio management or financial services before launching an independent advisory practice in Bergenfield, New Jersey.